# WeInvest Wealth Solution Reviews
**Vendor:** Planar Investments Private Ltd.  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About WeInvest Wealth Solution
WeInvest (Planar) is an end-to-end Wealth Solution provider to Banks, Wealth Managers, Family Offices and HNIs. Large tier-1 banks like OCBC (Singapore), Kasikorn Bank (Thailand) and Mashreq Bank (UAE) are using our solution to offer wealth advisory services to their retail and mass affluent customers. Please refer to our website (https://weinvest.net/) for more details.






- [View WeInvest Wealth Solution pricing details and edition comparison](https://www.g2.com/products/weinvest-wealth-solution/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-29+14%3A44%3A21+-0500&secure%5Bsession_id%5D=8f0558d4-2de4-4fdc-8f31-46cd4fb74e0a&secure%5Btoken%5D=89f95db4f118e6aa1b1fd5897ec38d37d2c9190955cbbd8eda031a54afcf1768&format=llm_user)

## WeInvest Wealth Solution Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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